EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.9B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,921
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$93.1M
3
+$87.8M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$82.6M
5
IART icon
Integra LifeSciences
IART
+$72.7M

Top Sells

1
+$191M
2
+$129M
3
+$96.6M
4
GE icon
GE Aerospace
GE
+$91.8M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$81.8M

Sector Composition

1 Technology 24.06%
2 Financials 15.39%
3 Healthcare 14.04%
4 Consumer Discretionary 12.3%
5 Communication Services 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$322K ﹤0.01%
43,830
1277
$317K ﹤0.01%
11,653
-1,653
1278
$316K ﹤0.01%
10,893
-336
1279
$315K ﹤0.01%
25,586
+6,748
1280
$313K ﹤0.01%
19,605
-900
1281
$312K ﹤0.01%
14,027
-463,644
1282
$312K ﹤0.01%
2,963
-136
1283
$310K ﹤0.01%
10,302
+500
1284
$309K ﹤0.01%
6,222
-764
1285
$309K ﹤0.01%
14,435
1286
$307K ﹤0.01%
8,600
1287
$305K ﹤0.01%
11,038
1288
$302K ﹤0.01%
14,480
+218
1289
$299K ﹤0.01%
2,600
1290
$298K ﹤0.01%
15,000
+5,000
1291
$297K ﹤0.01%
3,998
1292
$295K ﹤0.01%
6,133
1293
$291K ﹤0.01%
6,035
+301
1294
$280K ﹤0.01%
9,424
-92
1295
$273K ﹤0.01%
45,000
1296
$272K ﹤0.01%
15,667
-1,038
1297
$272K ﹤0.01%
11,099
-115
1298
$271K ﹤0.01%
6,688
+253
1299
$270K ﹤0.01%
4,710
+34
1300
$268K ﹤0.01%
21,524
+1,204
50 51
52
53 54